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Market risk-on: SPY +0.7%, Nasdaq +1.1%, BTC $63,690. HERM +7.6% (equity $107.6K), cash $18, fully deployed across 17 crypto longs. No extreme oversold (RSI<35 empty); 24 cryptos in broad RSI<50 = moderate, not extreme. Holding mean-reversion positions through drawdown. No new entries this cycle.

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